Project Management, Vice President,
About The Position
The Vice President provides leadership, project management, and oversight for Back Office Accounting, Custody, and Insurance client conversion initiatives and deliverables. The role is part of State Street Global Delivery – Client Business Integration, supporting client onboarding and transitions while delivering an exceptional client experience. The position manages conversion activity across new client onboardings, outgoing conversions, asset restructuring, mergers, interfund transfers, and in-kind transfers. It coordinates with clients and internal teams to meet regulatory standards, processing requirements, procedures, and deadlines. The Vice President also identifies and communicates process differences, resolves asset-transfer and custody-settlement discrepancies, manages project risks, and supports operational improvements and technology utilization. The role involves collaborating across business lines and shared-service teams, fostering team collaboration and cross-training, and supporting new and expanding client relationships. Candidates are expected to follow State Street corporate return-to-office policies.
Requirements
- Minimum 15 years of financial services experience, including project/program management experience.
- PMP certification and/or consulting experience required.
- Proven leadership and program management skills.
- Strong communication, interpersonal, decision-making, and negotiation skills.
- Ability to work effectively with executive management.
- Ability to influence and collaborate across multiple organizations to reach common goals.
- Ability to stay organized and multitask in a fast-paced environment.
- Proficiency in managing agile projects.
- Knowledge of Investment Manager Servicing, Transaction Management, Capital Markets, Back Office Accounting and Custody operations, reconciliation, and State Street business offerings.
- Background in complex fund structures and investment types.
- Strong project management, analytical and problem-solving, communication, information technology, teamwork, leadership, and written and verbal communication skills.
- Strong Microsoft Office skills, including advanced PowerPoint and Excel features; SharePoint, project management, and reporting automation skills.
- Candidates are expected to follow State Street corporate policies regarding return to office.
Nice To Haves
- Advanced or master’s degree focused on Accounting, Economics, Finance, Technical studies, or a related field.
- Experience with MCH and eHorizon, with a focus on complex fund investment servicing.
- Experience with ePAM Insurance.
Responsibilities
- Manage client conversion activity, including new client onboardings, outgoing conversions, transition management (asset restructuring), mergers, interfund transfers, and in-kind transfers.
- Execute onboarding plans and related activities for custody clients while adhering to regulatory standards.
- Support new client relationships and expansion of existing relationships.
- Demonstrate comprehensive knowledge of processes and the operating model.
- Implement operational changes that streamline functions and support an optimal service environment and technology utilization while adhering to regulatory standards.
- Communicate with clients and internal stakeholders to assess conversion status, identify issues, and ensure processing follows best practices.
- Quantify, document, and explain processing methodology differences so client and internal teams understand the changes.
- Coordinate with internal stakeholders, including COE and processing teams, to ensure client procedures and deadlines are met.
- Research and resolve discrepancies related to asset transfers and custody settlements using technical expertise.
- Keep project management information updated and timely highlight potential risks and possible solutions.
- Develop and foster collaboration within the team and across business lines.
- Work with team members, Shared Service teams/COEs, Client Operations, and other business units to deliver seamless conversions and ad hoc support.
- Support effective cross-training across teams to help create a global conversion team.
Benefits
- 401(k) retirement savings plan with company match
- Basic life insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability coverage
- Optional additional insurance coverages
- Paid time off, including vacation and sick leave
- Short-term disability
- Family-care leave
- Employee Assistance Program
- Incentive compensation, including eligibility for annual performance-based awards
- Eligibility for certain tax-advantaged savings plans
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
